![Wealth Management Agency: how to post engaging content [content idea list]](http://onlineyougrow.com/cdn/shop/articles/cov-marketing-plan-9_33d2dc33-0338-4625-b000-b545a11ec2cd.png?v=1715865436&width=1100)
LinkedIn and Twitter are not just for networking and news—they're powerful tools that the top wealth management agencies use strategically to attract and retain clients.
We understand that you're busy managing your clients' portfolios and the thought of handling social media might feel like an additional burden.
But here's the deal: you don't need to be a social media expert or spend a fortune to make it work. Just a few minutes a day can help you connect with potential clients and showcase your expertise.
To assist you, we have created a free list of content ideas - also, for a comprehensive action plan, please check our strategy pack for wealth management professionals.
Get the content idea list made for wealth agency owners
A lot of wealth agencies manage to post engaging content on social media. Here is a free tool to to get you started.
Content that always work well for a wealth management agency
We have analyzed numerous wealth management agencies' social media accounts to create our strategy pack for wealth management agencies - here is what consistently proves effective.
| Content Type | Why It Works to Attract New Clients to Your Wealth Management Agency |
|---|---|
| Client Success Stories | Sharing real-life success stories of clients who have achieved their financial goals builds trust and demonstrates the effectiveness of your services. |
| Expert Financial Tips | Providing valuable financial advice and tips positions your agency as a knowledgeable and reliable resource, attracting potential clients seeking guidance. |
| Behind-the-Scenes Insights | Showcasing the day-to-day operations and the team behind your agency humanizes your brand and builds a personal connection with your audience. |
| Client Testimonials | Positive reviews and testimonials from satisfied clients offer social proof and encourage others to trust and engage with your services. |
| Market Updates | Regularly updating followers on market trends and economic news keeps your audience informed and positions your agency as an industry expert. |
| Educational Webinars | Hosting webinars on various financial topics provides value to your audience and showcases your expertise, attracting potential clients interested in learning more. |
| Interactive Q&A Sessions | Engaging with your audience through live Q&A sessions allows you to address their concerns directly and build a sense of community. |
| Infographics and Visual Data | Using visually appealing infographics to explain complex financial concepts makes the information more accessible and engaging for your audience. |
| Client Spotlights | Featuring stories of your clients' journeys and achievements creates a sense of community and inspires others to seek your services. |
| Financial Planning Tools | Sharing tools and resources, such as budget planners or retirement calculators, provides practical value and attracts potential clients looking for assistance. |
| Industry Collaborations | Partnering with other financial experts or businesses can expand your reach and introduce your agency to a broader audience. |
| Seasonal Financial Advice | Offering tailored financial advice for different seasons or life events can attract clients looking for specific guidance during those times. |
| Client Appreciation Posts | Highlighting your appreciation for your clients fosters loyalty and encourages others to become part of your client community. |
| Contests and Giveaways | Running contests and giveaways can increase engagement and attract new followers, many of whom may convert into clients. |
| Financial Literacy Campaigns | Promoting financial literacy through campaigns and educational content demonstrates your commitment to empowering your audience, attracting those who value knowledge and expertise. |
Some wealth agencies make 5x more profit than you!
We have studied the strategies of the best wealth agencies in the world. Replicate them now!
How can wealth agency owners make great content on social media?
What to Prioritize
You probably know it already, but high-quality visuals and clear communication are essential in wealth management.
Clients make decisions with their eyes first. Ensure your website and marketing materials are visually appealing, professional, and easy to navigate.
Also, maintain regular communication to keep your clients engaged. It doesn’t have to be daily, but find a schedule that works for you and stick to it. We have prepared a free client communication planner for you.
Of course, respond to client inquiries and messages promptly. People appreciate timely interaction and it makes them feel valued. Don’t just be another “faceless” agency.
Show the human side of your agency. Share behind-the-scenes insights, team member stories, and client success stories to create a personal connection with your audience.
If you want to keep your clients excited, highlight any special services, events, or market updates. Make sure your clients know what’s new and beneficial for them.
Finally, share positive reviews and testimonials. Social proof is powerful and can help attract new clients.
What Doesn’t Matter as Much
Overly polished content does not really matter. Your communications don’t need to be perfect. Authenticity can be more engaging than highly produced content.
Also, don’t feel pressured to jump on every marketing trend. Focus on what fits your agency’s “image” and what your clients appreciate.
If you have a low budget for marketing your wealth management services, don’t immediately go for paid Ads. Organic reach can still be effective with good content and engagement. You will find tons of tactics and strategies in our strategy pack for wealth management agencies.
How to Do It Fast and Efficient
First, spend a few hours once a week creating content, recording videos, and drafting communications. This way, you’re not scrambling daily.
Use Scheduling Tools - tools like Buffer or Hootsuite can schedule posts in advance, saving you time.
Repurpose and use the same content across different platforms. A blog post on your website can be a newsletter or a social media update.
Encourage clients to share their own experiences and tag your agency. This is what we call “User-Generated Content”. Reposting these can save you time and build community.
Use apps like Canva for quick and easy graphic design, or Lightroom for photo editing. These tools can make your content look professional with minimal effort.
Low-budget content ideas for wealth agencies on social media
Our team has curated a list of highly specific, cost-effective content ideas tailored for wealth management agencies, complete with practical tips to keep expenses low while maximizing your social media presence.
Consider incorporating some of these ideas into your wealth management agency's marketing strategy.
| Content Type | Tips to Make It More Affordable |
|---|---|
| Client Testimonials | Request satisfied clients to record a brief video testimonial on their phone. Offer a small token of appreciation, such as a gift card. |
| Financial Tips | Share quick, actionable financial tips using free graphic design tools like Canva. Use simple, clean visuals to convey your message. |
| User-Generated Content | Encourage clients to share their success stories by offering a monthly raffle for those who tag your agency on LinkedIn. |
| DIY Financial Planning Videos | Record short, simple videos explaining basic financial planning concepts using a smartphone and a basic tripod. Edit with free software like iMovie or OpenShot. |
| Behind-the-Scenes Stories | Use Instagram Stories or Facebook Live to give a real-time look at your daily operations or introduce the team during office hours. |
| Market Updates | Create simple, eye-catching graphics for market updates using free tools like Canva. Include a brief analysis and key takeaways. |
| Advisor Spotlights | Feature team members with a casual photo and fun facts about them. Use your smartphone and a natural office setting. |
| Simple Polls and Questions | Engage followers with free Instagram or Facebook polls about their financial goals or topics they want to learn more about. |
| Local Event Promotions | Collaborate with local financial seminars or community events by offering a small discount or free consultation. Cross-promote each other's content to reach a wider audience. |
| Community Involvement Posts | Post photos and short stories about your participation in local charity events or partnerships with community organizations. |
| Client Spotlights | Highlight loyal clients with their financial success stories. Take a quick photo and share a short story about their experience with your agency. |
| Financial Literacy Posts | Create informative posts about financial literacy using free tools like Canva. Share tips on budgeting, saving, and investing. |
| Sustainability Tips | Share eco-friendly financial practices such as investing in green funds or supporting sustainable businesses. Create simple infographics with free tools like Canva. |
| Behind-the-Scenes Prep | Record short clips of your team preparing for client meetings or financial reviews. Compile them into a quick video using free tools. |
| Simple Contests and Giveaways | Run social media contests where participants like, share, or tag friends to win a free financial consultation. Use prizes that are cost-effective like a free e-book on financial planning. |
| Seasonal Financial Advice | Highlight seasonal financial advice, such as tax tips during tax season, using natural light and your smartphone camera. Share the story behind the advice to add interest. |
Copy the tactics of the best wealth agencies in the world!
There are wealth agencies that make way more money than you do. We have studied their tactics. Get them now!
Exceptionally creative and innovative content ideas specifically for wealth agencies
Investing in top-tier financial content for your wealth management agency can be a game-changer. Many firms overlook this, giving you a golden opportunity to stand out, capture attention, and build a loyal client base.
| Content Type | Why It Could Attract a LOT of Clients |
|---|---|
| Webinars on Investment Strategies | Hosting live or recorded webinars where your financial experts discuss various investment strategies can create a sense of community and attract a global audience. |
| Interactive Financial Planning Tools | Offering interactive tools that allow clients to simulate different financial scenarios can provide a unique, hands-on experience and entice people to engage with your services. |
| Exclusive Market Insights | Creating buzz with exclusive market insights or reports available for a limited time can generate excitement and urgency, attracting new and repeat clients. |
| Client Advisory Board | Offering an exclusive experience where clients can sit on an advisory board and interact with your financial experts can create a memorable experience and word-of-mouth. |
| AR Portfolio Visualization | Implementing augmented reality (AR) technology to visualize investment portfolios can enhance the client experience and attract tech-savvy investors. |
| Themed Financial Workshops | Hosting themed financial workshops, such as retirement planning or tax optimization, can provide a unique and immersive experience, attracting groups and special occasions. |
| Investment Challenge Contests | Organizing investment challenge contests (e.g., virtual stock trading competitions) can create viral moments, attracting competitive investors and spectators. |
| Collaborative Financial Seminars | Partnering with other financial experts or firms to host seminars can introduce your agency to new audiences and create a buzz in the community. |
| Story-Driven Client Testimonials | Sharing in-depth stories about the financial journeys of your clients or the personal experiences of your advisors can create an emotional connection with potential clients. |
| Interactive Investment Polls | Allowing clients to vote on investment topics or strategies via social media polls can make them feel involved and eager to see the outcomes they helped shape. |
| Eco-Friendly Investment Options | Launching and promoting eco-friendly investment options, such as green bonds or sustainable funds, can attract environmentally conscious investors and media attention. |
| Mobile Financial Clinics | Operating a mobile financial clinic in different locations or at local events can expand your reach and attract new clients who may visit your main office later. |
| Financial Literacy Subscription Service | Offering a subscription service where clients receive monthly financial literacy materials and resources can create a loyal client base. |
| Immersive Financial Workshops | Hosting workshops where clients can learn advanced financial planning techniques from your experts can attract finance enthusiasts and create a sense of exclusivity. |
| Flash Mob Financial Consultations | Organizing flash mob financial consultations in unexpected locations can create viral content and attract adventurous clients looking for unique experiences. |
Content that never works well for wealth agencies on social media
Don't waste your time and resources on these strategies. We've seen many wealth management agencies make these mistakes, and they won't help you stand out from the competition or attract new clients to your firm.
| Content Type | Why It Never Works for Wealth Management | Do This Instead |
|---|---|---|
| Generic Stock Photos | They lack authenticity and can make your agency appear unoriginal or untrustworthy. | Use real photos of your team, office, and client interactions to create a genuine connection with your audience. |
| Overly Promotional Posts | Constantly pushing services can feel spammy and turn off followers. | Mix in engaging content like financial tips, client success stories, and interactive posts to keep your audience interested. |
| Unrelated Content | Posting content that has nothing to do with wealth management confuses followers and dilutes your brand. | Keep your content focused on financial planning, investment strategies, market updates, and related topics to maintain relevance and interest. |
| Low-Quality Videos | Poorly shot or edited videos can reflect badly on your agency's quality and professionalism. | Invest in basic video equipment or hire a local videographer to produce high-quality videos that showcase your expertise positively. |
| Political or Controversial Posts | These can alienate parts of your audience and lead to negative backlash. | Stick to neutral, positive content that focuses on financial well-being, community, and your agency's unique offerings. |
| Too Many Hashtags | Overusing hashtags can look desperate and reduce engagement by making posts look cluttered. | Use a few relevant, targeted hashtags to increase visibility without overwhelming your audience. |
| Automated Replies and Messages | They can come off as impersonal and frustrate clients looking for genuine interaction. | Respond personally to comments and messages to show that you care about your clients and value their feedback. |
| Overly Staged Photos | Photos that look too perfect can seem inauthentic and less relatable. | Use natural lighting and casual settings to make your photos feel more genuine and inviting. |
| Constant Self-Promotion | Only talking about your services can bore followers and reduce engagement. | Share user-generated content, collaborate with local businesses, and highlight community involvement to diversify your content. |
| Negative or Defensive Responses | Responding poorly to criticism can damage your reputation and discourage potential clients. | Address negative feedback calmly and constructively, showing that you are willing to improve and value client input. |
| Ignoring Social Media Trends | Being out of touch with current trends can make your agency seem outdated and unappealing. | Stay updated with social media trends and incorporate them creatively into your content strategy to keep your audience engaged and excited. |
| Excessive Posting | Posting too frequently can overwhelm your followers and lead to unfollows. | Maintain a consistent but moderate posting schedule, ensuring each post adds value and keeps your audience looking forward to your updates. |
| Complex or Confusing Promotions | Promotions that are hard to understand can frustrate clients and deter participation. | Offer simple, clear, and straightforward promotions that are easy for clients to grasp and engage with. |
| Ignoring Comments and Messages | Not engaging with your audience can make them feel undervalued and reduce their loyalty. | Regularly respond to comments and messages to build a strong, interactive community around your agency. |
Make your wealth management agency more profitable
We have studied the strategies of the best wealth agencies in the world. All their tactics are explained in our pack!
Why social media can be a big pay-off for your wealth management agency
We understand that as a small business owner, you might feel hesitant about diving into social media marketing.
The world of social media can seem foreign and filled with confusing jargon. You might believe that it's more suited for big corporations rather than small businesses like yours.
The day-to-day demands of running your business are already overwhelming, leaving little time for additional tasks like social media.
It's common to think that social media marketing is an expensive endeavor, one that your tight profit margins can't support. Plus, the sheer number of social media platforms can lead to indecision and skepticism, especially if previous efforts haven't yielded the results you hoped for.
That's why we've created a "marketing pack" specifically designed for small business owners like you.
Our pack addresses all the issues you might face, offering simple, cost-effective strategies that don't require a marketing expert or a big budget for your business. These documents are straightforward and easy to understand, cutting through the jargon and focusing on what really works for small businesses on social media.
We provide clear, actionable steps for creating engaging posts, building a loyal following, and boosting your business's visibility online.
With our social media marketing pack, you can invest in your business's growth without feeling overwhelmed or uncertain.
Your wealth management agency could make more money!
Most wealth agency owners don't know how to grow their business. Let us teach you the right strategies.
